Top 10 financial advisor firms in Fort Worth

22 SEC-registered financial advisor firms are headquartered in Fort Worth, TX, with $11.1B in combined regulatory assets under management. The largest by assets are Tailwind Advisors ($1.67B), WPWealth ($1.17B) and Holt Capital Advisors ($1.09B).

22
Financial advisor firms: $11.1B
Their combined AUM: $366M
Median firm AUM: 3,583
Clients of the top 10

The 10 largest by assets

1
Tailwind Advisors
RIA
$1.67B
0.40% to 0.63% a year
2
WPWealth
RIA
$1.17B
Regulatory AUM
3
Holt Capital Advisors
RIA
$1.09B
Regulatory AUM
4
Rogers Wealth Group
RIA
$1.04B
0.25% to 1.10% a year
5
Diesslin Group
RIA
$696M
0.15% to 1.00%
6
Aspen Wealth Management
RIA
$658M
0.50% to 1.25% a year
7
Dean, Jacobson Financial Services
RIA
$519M
Regulatory AUM
8
SWMG
RIA
$430M
0.50% to 1.50% a year
9
Point Bridge Capital
RIA
$420M
0.30% to 1.25% a year
10
Rhodes Investment Advisors
RIA
$419M
1.00% to 3.00% a year

Profiles of the top 10

No. 1 · RIA

Tailwind Advisors

Tailwind Advisors is an investment adviser based in Fort Worth, TX, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $1.67 billion, as filed on 24 March 2026.

Tailwind Advisors charges 0.40%–0.625% a year for its Separately Managed Account Advisory Fees.

Regulatory AUM: $1.67B
Clients: 21
Advisory staff: 5
Fee schedule: 0.40% to 0.63% a year
Custodians: J.P. Morgan, Fidelity
Headquarters: 1320 S University DR, Suite 701, Fort Worth, TX 76107
Phone: 817-708-3663
Website: tailwindadvisors.com

No. 2 · RIA

WPWealth

WPWealth is an investment adviser based in Fort Worth, TX, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.17 billion, as filed on 18 September 2026.

Regulatory AUM: $1.17B
Clients: 512
Advisory staff: 18
Founded: 2000
Custodians: Charles Schwab
Headquarters: 640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX 76102
Phone: 817-259-9100
Website: wpwealth.com

No. 3 · RIA

Holt Capital Advisors

Holt Capital Advisors is an investment adviser based in Fort Worth, TX, registered with the SEC since 2013. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $1.09 billion, as filed on 27 May 2026.

Regulatory AUM: $1.09B
Clients: 142
Advisory staff: 3
Custodians: Charles Schwab, Plainscapital Bank
Headquarters: 301 Commerce Street, Suite 1430, Fort Worth, TX 76102
Phone: 817-877-1430
Website: holtcap.com

No. 4 · RIA

Rogers Wealth Group

Rogers Wealth Group is an investment adviser based in Fort Worth, TX, registered with the SEC since 1996. It provides investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $1.04 billion, as filed on 17 March 2026.

Rogers Wealth Group charges 0.25%–1.10% a year for its Wealth Management Clients.

Regulatory AUM: $1.04B
Clients: 434
Advisory staff: 6
Founded: 1995
Fee schedule: 0.25% to 1.10% a year
Custodians: Charles Schwab, Matrix Trust
Headquarters: 1330 Summit Avenue, Fort Worth, TX 76102
Phone: 817-334-0351
Website: rogersco.com

No. 5 · RIA

Diesslin Group

Diesslin Group is an investment adviser based in Fort Worth, TX, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $696 million, as filed on 25 August 2026.

Diesslin Group charges 0.15%–1.00% for its Asset Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $696M
Clients: 286
Advisory staff: 6
Founded: 1980
Fee schedule: 0.15% to 1.00%
Custodians: Charles Schwab
Headquarters: 425 Houston Street, Suite 500, Fort Worth, TX 76102-7411
Phone: 817-332-6122
Website: diesslin.com

No. 6 · RIA

Aspen Wealth Management

Aspen Wealth Management is an investment adviser based in Fort Worth, TX, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $658 million, as filed on 13 April 2026.

Aspen Wealth Management charges 0.50%–1.25% a year for its Wealth Management Program.

Regulatory AUM: $658M
Clients: 353
Advisory staff: 6
Founded: 2011
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 4200 S. Hulen St., Suite 422, Fort Worth, TX 76109
Phone: 817-546-6353
Website: aspenwealthmgmt.com

No. 7 · RIA

Dean, Jacobson Financial Services

Dean, Jacobson Financial Services is an investment adviser based in Fort Worth, TX, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $519 million, as filed on 23 March 2026.

Regulatory AUM: $519M
Clients: 564
Advisory staff: 7
Founded: 1967
Custodians: LPL Financial
Headquarters: 3112 W. 4th St., Fort Worth, TX 76107
Phone: 817-335-3214
Website: deanjacobson.com

No. 8 · RIA

SWMG

SWMG is an investment adviser based in Fort Worth, TX, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $430 million, as filed on 20 August 2026.

SWMG charges 0.50%–1.50% a year for its Investment Management Fee Schedule.

Regulatory AUM: $430M
Clients: 429
Advisory staff: 5
Founded: 2012
Fee schedule: 0.50% to 1.50% a year
Custodians: Pershing, Charles Schwab
Headquarters: 3343 Locke Ave, Ste 107, Fort Worth, TX 76107
Phone: 817-210-3444
Website: strittmatterwealth.com

No. 9 · RIA

Point Bridge Capital

Point Bridge Capital is an investment adviser based in Fort Worth, TX, registered with the SEC since 2013. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and investment companies. Its regulatory assets under management total $420 million, as filed on 26 March 2026.

Point Bridge Capital charges 0.30%–1.25% a year for its Investment Advisory Services.

Regulatory AUM: $420M
Clients: 37
Advisory staff: 1
Fee schedule: 0.30% to 1.25% a year
Custodians: Pershing, Merrill Lynch Professional Clearing
Headquarters: 300 Throckmorton Street, Suite 1550, Fort Worth, TX 76102
Phone: 817-529-4600
Website: pointbridgecapital.com

No. 10 · RIA

Rhodes Investment Advisors

Rhodes Investment Advisors is an investment adviser based in Fort Worth, TX, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individuals and pension and profit-sharing plans. Its regulatory assets under management total $419 million, as filed on 28 August 2026.

Rhodes Investment Advisors charges 1.00%–3.00% a year for its Portfolio Management Program.

Regulatory AUM: $419M
Clients: 805
Advisory staff: 9
Fee schedule: 1.00% to 3.00% a year
Minimum account: $10,000
Custodians: Wells Fargo Clearing Services
Headquarters: 306 West 7th Street, Suite 1000, Fort Worth, TX 76012
Phone: 817-334-0455
Website: palmerretirement.com

Questions about financial advisors in Fort Worth

How many financial advisor firms are headquartered in Fort Worth?

22 SEC-registered financial advisor firms report their principal office in Fort Worth, TX, managing $11.1B in regulatory assets between them. The other 23 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Fort Worth?

Tailwind Advisors, with $1.67B in regulatory assets under management on its latest Form ADV. The next largest are WPWealth ($1.17B) and Holt Capital Advisors ($1.09B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Fort Worth?

The median firm manages $366M in regulatory assets. That is the midpoint of the 22 firms headquartered in Fort Worth.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Fort Worth charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.63% to 3.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Fort Worth?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Fort Worth has 22 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Fort Worth

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